| | | Lifestyle – low maintenance, managed investments - Lifestyle Funds provide access to some of the best funds in the market and are managed on a day-to-day basis by the F&C Multi Manager Team.
- Asset allocations of the four Lifestyle Funds are specified by Distribution Technology’s Dynamic Planner, an independent company and one of the UK’s leading providers of advice technology.
- Funds are managed to provide consistent returns over the long-term by generating small amounts of outperformance on a regular and frequent basis.
The Lifestyle Portal provides up-to-date asset allocation breakdowns, fund holdings and interactive performance charting. It also offers greater insights into each of the Lifestyle portfolios including rationales for each individual position and detailed breakdowns of equity and fixed income components. - Fund Performance - Providing up-to-date performance across the range of Lifestyle portfolios.
- Asset Allocation - This functionality shows current positioning against benchmarks, illustrating how the team are looking to tactically tilt the asset allocation of each given their macro economic outlook.
- Portfolio Breakdown - Individual holding weightings with insights into the rationale and key characteristics of each position. Fund Performance Fund Performance shows up-to-date performance across the range of Lifestyle portfolios.
- Style Research & Fixed Income Insights - Style Research provides real insight into equity constituents of the portfolios by highlighting aggregate impact of underlying fund choices. Fixed Income Insights give you an overall breakdown of each portfolio's fixed income components by credit rating.
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Useful links Lifestyle Literature
How to access Lifestyle
Meet the team Investment Process Asset allocation
Personalised reports
Investment Protection Extra Features Traffic Light Analysis | |
